+69,284.5%
SMTC vs DTE
+3,521.9%
+65,762.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.9% | +9.1% | +9.6% |
| 7D | +22.9% | +0.9% | +22.1% | +22.5% |
| 30D | +16.6% | -1.9% | +18.5% | +17.7% |
| 3M | +2.4% | -3.3% | +5.7% | +3.5% |
| 6M | +98.3% | -7.1% | +105.4% | +103.2% |
| YTD | +120.7% | +8.1% | +112.6% | +112.9% |
| 1Y | +168.3% | +5.3% | +163.0% | +161.3% |
| 3Y | +571.7% | +48.2% | +523.5% | +466.3% |
| 5Y | +114.0% | +33.2% | +80.8% | +85.4% |
| 10Y | +497.0% | +137.5% | +359.5% | +307.0% |
| All | +69,284.5% | +3,521.9% | +65,762.6% | +26,343.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DTE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling